How much money do you need to be happy?  Baby Boomers say $124K annually, while Millennials want more than a $500,00 each year! But one thing all generations agree on:  having a financial plan can help bring a sense of security. 

On this episode, Abe shares what we can anticipate in 2024. Whether you're nearing retirement or already enjoying it, Abe shares actionable steps for tax planning, insights into market dynamics, and the significance of guaranteed income in retirement.

We also discuss the impact of inflation and how future interest rate cuts could affect opportunities on investments like CDs, Money Markets, treasuries, and annuities.

Take control of your retirement journey - Visit TheRetirementKey.com for a complimentary portfolio X-ray and personalized insights.